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FAQ › How do I...? › Category: New Project
What is a project template?
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A project template is a predefined project available in Project Plan 365 that allows to create and configure new projects based on an existing example.
I need help with an evaluation plan.
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We have a Merger or Acquisition Evaluation Template. To access it click File - New - Merger or Acquisition Evaluation.
I need help with a market research schedule.
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We have a Market Research Schedule Template. To access it click File - New - Market Research Schedule.
I need help with a customer service plan.
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We have a Customer Service Template. To access it click File - New - Customer Service.
I need help with an annual report plan.
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We have an Annual Report Preparation Template. To access it click File - New - Annual Report Preparation.
How do I create a project based on a Template?
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To access a project template click File - New. In the preview dialog select any template you see fit for your needs.
Can I use the templates for my own projects?
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We believe that our templates are applicable to projects of any size or type and for any industry. However, we cannot guarantee that they will be suitable for every type of project. You may use the templates as a starting point for your projects and use the functionalities our apps provide in order to improve them according to your needs.
What changes am I allowed to make to the templates?
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You can change the templates we offer in order to reflect the specific needs of your project. You have the ability to add or remove tasks, to customize text and bar styles, add or remove resources, modify the project calendars, add columns to the views in order to see more information.
What is an existing project?
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An existing project is a set of carefully planned activities whose execution aim at accomplishing well defined objectives that has been saved previously.
How do I create a new plan based on an existing project?
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If you need to start a plan based on an existing project click File - New - New from existing project.
What is a Blank Project?
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A Blank Project can be seen as a canvas in which you can make your project become reality.
How do I create a new project?
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To start a new blank project click File - New - Blank Project.
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